Purchases and Sales Made in Q4 2021 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 2021. The information is specifically focused on institutions that hold shares of MSCI EAFE VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
1.23KNew |
$59.8K - $64.5K
|
1.23K
$64.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.2K+ 23.07% |
$58.6K - $63.1K
|
6.4K
$339K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.18K+ 27.91% |
$57.4K - $61.8K
|
5.39K
$286K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
1.17K+ 6.01% |
$57.1K - $61.5K
|
20.6K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.13KNew |
$55K - $59.3K
|
1.13K
$59.8K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.12KNew |
$54.5K - $58.7K
|
1.12K
$59.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.09K+ 7.11% |
$53.1K - $57.2K
|
16.4K
$869K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.08K+ 12.34% |
$52.5K - $56.5K
|
9.78K
$518K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.07K+ 4.81% |
$52.1K - $56.1K
|
23.3K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.04K+ 1.48% |
$50.8K - $54.8K
|
71.5K
$3.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.01KNew |
$49.4K - $53.2K
|
1.01K
$53.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.01K+ 11.46% |
$49K - $52.8K
|
9.77K
$518K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1KNew |
$48.8K - $52.6K
|
1K
$53K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
990New |
$48.3K - $52K
|
990
$52.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
985+ 16.78% |
$48.1K - $51.8K
|
6.86K
$363K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
978+ 19.26% |
$47.7K - $51.4K
|
6.06K
$321K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
975+ 8.24% |
$47.6K - $51.3K
|
12.8K
$679K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
931+ 2.23% |
$45.4K - $48.9K
|
42.6K
$2.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
929+ 45.9% |
$45.3K - $48.8K
|
2.95K
$156K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
923+ 10.56% |
$45K - $48.5K
|
9.67K
$512K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
923+ 10.56% |
$45K - $48.5K
|
9.67K
$512K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
917+ 283.02% |
$44.7K - $48.2K
|
1.24K
$65.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
870+ 2.18% |
$42.5K - $45.7K
|
40.7K
$2.16M
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
847+ 19.99% |
$41.3K - $44.5K
|
5.08K
$269K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
833New |
$40.7K - $43.8K
|
833
$44.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
825New |
$40.3K - $43.4K
|
825
$43.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
803+ 1.87% |
$39.2K - $42.2K
|
43.8K
$2.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
785New |
$38.3K - $41.3K
|
785
$41.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
776New |
$37.9K - $40.8K
|
776
$41.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
769+ 1.76% |
$37.5K - $40.4K
|
44.5K
$2.36M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
752+ 6.0% |
$36.7K - $39.5K
|
13.3K
$704K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
750+ 40.39% |
$36.6K - $39.4K
|
2.61K
$138K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
718+ 327.85% |
$35K - $37.7K
|
937
$49.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
694+ 14.19% |
$33.9K - $36.5K
|
5.58K
$296K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
690New |
$33.7K - $36.3K
|
690
$36.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
671+ 4.15% |
$32.7K - $35.3K
|
16.9K
$893K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
667+ 27.29% |
$32.5K - $35.1K
|
3.11K
$165K
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
653+ 0.94% |
$31.9K - $34.3K
|
70.4K
$3.73M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
613+ 10.02% |
$29.9K - $32.2K
|
6.73K
$356K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
579+ 0.68% |
$28.3K - $30.4K
|
85.2K
$4.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
563+ 2447.83% |
$27.5K - $29.6K
|
586
$31K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
555+ 0.99% |
$27.1K - $29.2K
|
56.5K
$2.99M
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
539+ 7.12% |
$26.3K - $28.3K
|
8.11K
$430K
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
528+ 1.46% |
$25.8K - $27.8K
|
36.6K
$1.94M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
525+ 7.17% |
$25.6K - $27.6K
|
7.85K
$416K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
487+ 6.91% |
$23.8K - $25.6K
|
7.54K
$399K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
482+ 12.2% |
$23.5K - $25.3K
|
4.43K
$235K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
462+ 10.92% |
$22.5K - $24.3K
|
4.69K
$249K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
429+ 2.76% |
$20.9K - $22.6K
|
16K
$846K
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
428+ 8.64% |
$20.9K - $22.5K
|
5.38K
$285K
|